How We Got Started
Back in early 2023, our founder Dalton Farnsworth was teaching basic investing concepts to friends over coffee. Same questions kept coming up. Why do stocks move like that? What's the actual difference between various fund types? How do you read a financial statement without falling asleep?
People weren't looking for hot stock tips or complicated trading strategies. They wanted to understand the fundamentals so they could make informed decisions about their retirement accounts and savings.
So we built something focused on that. No promises about beating the market or getting rich quick. Just solid education about how markets work, what different investment vehicles do, and how to read the information that matters.
Since then, we've helped hundreds of Canadians go from confused about their RRSP statements to actually understanding what they're looking at—and why it matters for their long-term goals.